Dear A B C,

Congratulations! Now you are one step closer to achieving your financial goals by choosing Tata AIA Life Insurance Smart Income Plus.
 Your plan details are as follows:
Choosen plan option Endowment Benefit
Policy term (years) 40
Premium payment term (years) 12
Mode of premium payment Yearly
Premium installment as per chosen mode incl. GST ₹2,09,000
Guaranteed Pay-out p.a. during income period ₹75,31,360
Guaranteed Maturity Pay-Out$ ₹75,31,360

The date of first Income payout will be mentioned in your policy schedule.
Best Wishes,
Tata AIA Life Insurance Company Ltd.
Disclaimer:~Riders are optional and are available for a nominal extra cost. For more details on benefits, premiums and exclusions under the rider please refer to the rider brochure or contact our Insurance Advisor/Intermediary or visit our
nearest branch office. ^Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance
Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benefits available to you. *All Premiums are subject to applicable taxes, cesses &
levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium. Tata AIA Life shall have the right to claim, deduct, adjust, recover the amount of any applicable tax or imposition, levied by any statutory
or administrative body, from the benefits payable under the Policy. Kindly refer the sales illustration for the exact premium. ^^Guaranteed Payout (GP) is a fixed percentage of the Annulised Premium and shall be payable annually from income
start year in case of Regular income option and at the end of policy year preceding the year of Maturity in case of Endowment option. Guaranteed Maturity Payout (GMP) is a percentage of the Annualised Premium and shall be payable at
maturity. #If Endowment Option is chosen, this amount will be paid out at the end of the second last policy year as well as the last policy year. This product is underwritten by Tata AIA Life Insurance Company Ltd. The plan is not a guaranteed
issuance plan and it will be subject to company's underwriting and acceptance. Insurance cover is available under this product. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
The precise terms and condition of this plan are specified in the Policy Contract.Please read complete Sales brochure before concluding sales. Tata AIA Life Insurance Smart Income Plus (A Non-Linked, Non-Participating, Individual Life
Insurance Savings Plan) • 110N126V05 • L&C/Advt/2023/Jul/2353.

Tata AIA Life Insurance Company Limited (IRDAI Regn. No.110) CIN: U66010MH2000PLC128403. Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai – 400013. Trade
logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.For any information including cancellation, claims and complaints, please contact our Insurance Advisor /
Intermediary or visit Tata AIA Life's nearest branch office or call 1–860–266–9966 (local charges apply) or write to us at [email protected]. Visit us at: www.tataaia.com.

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS / FRAUDULENT OFFERS IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls
are requested to lodge a police complaint
BENEFIT ILLUSTRATION
Tata AIA Life Insurance Smart Income Plus
Name of the Prospect/Policyholder : ABC Proposal No: 70008709444
Age (years) : 45 Name of the Product: Tata AIA Life Insurance Smart Income Plus
Gender: Female Tag Line: Non-Linked Non-Participating Individual Life Insurance Savings Plan
Name of the Life Assured : ABC Unique Identification Number: 110N126V05
Age (years) : 45 GST Rate : 4.50% for first year
Gender: Female 2.25% second year onwards
Policy Term (years) : 40
Premium Payment Term (years) : 12
Amount of Instalment Premium (Rs.) : 2,09,000
Mode of Payment of Premium : Annual

This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.
Policy Details
Policy Option Endowment Benefit Basic Sum Assured Rs. 22,00,000
Income Start Year NA Sum Assured on Death (at inception of the policy) Rs. 75,31,360
Income Period (Years) 0

Rider Details
Tata AIA Vitality (Wellness Program): No
Details of Life Insured/Partner under the Benefit Option Benefit Payout Return Premium
of Benefit Premium Sum p.a. Year 1
Rider Name / UIN^(Benefit Option / Benefit Payout Option) Lumpsum Income Income Option Payment Assured Discount
Name Age(yrs) Gender (Rs.) p.a. Duration premium Term Term without
(Rs.) GST (Rs.) (Rs.)
(Rs.) (yrs) option

Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 2,00,000 0 2,00,000
Instalment Premium with First year GST (Rs.) 2,09,000 0 2,09,000
Instalment Premium post applicable discount with First year GST (Rs.) 2,09,000 0 2,09,000
Instalment Premium with GST 2nd year onwards (Rs.) 2,04,500 0 2,04,500

(Amount in Rupees).

Guaranteed Non - Guaranteed

Single/ Annualized Survival Benefit
Policy Year Other Benefits (Guaranteed Min Guaranteed
Premium (BOY)1 (Guaranteed Payout)/ Maturity Benefit (EOY)1 Death Benefit3 Special Surrender Value2 (EOY)1
Maturity Payout), if any Surrender Value (EOY)1
Loyalty Additions (EOY)1
1 2,00,000 0 0 0 75,31,360 0 0
2 2,00,000 0 0 0 75,31,360 1,20,000 2,25,941
3 2,00,000 0 0 0 75,31,360 2,10,000 3,76,568
4 2,00,000 0 0 0 75,31,360 4,00,000 5,02,091
5 2,00,000 0 0 0 75,31,360 5,00,000 6,90,375
 (Amount in Rupees).

Guaranteed Non - Guaranteed

Single/ Annualized Survival Benefit
Policy Year Other Benefits (Guaranteed Min Guaranteed
Premium (BOY)1 (Guaranteed Payout)/ Maturity Benefit (EOY)1 Death Benefit3 Special Surrender Value2 (EOY)1
Maturity Payout), if any Surrender Value (EOY)1
Loyalty Additions (EOY)1
6 2,00,000 0 0 0 75,31,360 6,00,000 9,03,763
7 2,00,000 0 0 0 75,31,360 7,00,000 10,54,390
8 2,00,000 0 0 0 75,31,360 8,16,000 13,05,436
9 2,00,000 0 0 0 75,31,360 9,54,000 15,81,586
10 2,00,000 0 0 0 75,31,360 10,80,000 18,82,840
11 2,00,000 0 0 0 75,31,360 12,10,000 22,09,199
12 2,00,000 0 0 0 75,31,360 13,44,000 25,60,662
13 0 0 0 0 75,31,360 13,92,000 27,11,290
14 0 0 0 0 75,31,360 14,16,000 28,61,917
15 0 0 0 0 75,31,360 14,40,000 30,12,544
16 0 0 0 0 75,31,360 14,64,000 33,13,798
17 0 0 0 0 75,31,360 15,12,000 34,64,426
18 0 0 0 0 75,31,360 15,36,000 36,15,053
19 0 0 0 0 75,31,360 15,60,000 39,16,307
20 0 0 0 0 75,31,360 15,84,000 40,66,934
21 0 0 0 0 75,31,360 16,32,000 43,68,189
22 0 0 0 0 75,31,360 16,56,000 46,69,443
23 0 0 0 0 75,31,360 16,80,000 49,70,698
24 0 0 0 0 75,31,360 17,04,000 52,71,952
25 0 0 0 0 75,31,360 17,52,000 55,73,206
26 0 0 0 0 75,31,360 17,76,000 58,74,461
27 0 0 0 0 75,31,360 18,00,000 61,75,715
28 0 0 0 0 75,31,360 18,24,000 66,27,597
29 0 0 0 0 75,31,360 18,72,000 70,79,478
30 0 0 0 0 75,31,360 18,96,000 75,31,360
31 0 0 0 0 75,31,360 19,20,000 79,83,242
32 0 0 0 0 75,31,360 19,44,000 84,35,123
33 0 0 0 0 75,31,360 19,92,000 90,37,632
34 0 0 0 0 75,31,360 20,16,000 96,40,141
35 0 0 0 0 75,31,360 20,40,000 1,03,93,277
36 0 0 0 0 75,31,360 20,64,000 1,11,46,413
37 0 0 0 0 75,31,360 21,12,000 1,18,99,549
38 0 0 0 0 75,31,360 21,36,000 1,28,03,312
39 0 75,31,360 0 0 75,31,360 0 69,28,851
40 0 0 75,31,360 75,31,360 75,31,360 0 0

Note: Annualised premium excludes underwriting extra premium, frequency loadings on premiums, the premium paid towards the riders, if any, and Goods and Services Tax.
1. EOY: End of Year, BOY: Beginning of Year
2. Special Surrender value may be revised depending on the prevailing market conditions.
3. Upon payment if death benefit the policy terminate and no further benefits are payable.
4. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned
anywhere in this document. Please consult your own tax consultant to know the tax benefits available to you.
5. Please read Sales Brochure carefully before concluding a sell.

I, …...................... (name), have explained the premiums and benefits under the product fully to the prospect / I, A B C, having received the information with respect to the above, have understood the above statement before
policyholder. entering into the contract.

Place:
Date: 26 Jun 2024 Date: 26 Jun 2024
Signature of Agent / Intermediary / Official Signature of Prospect / Policyholder
Unique Reference Number - L&C/Advt/2023/Jun/1907 (Rider -L&C/Advt/2020/Dec/1539)

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013
Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.
For more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
(I)V.96.00/FY2024-2025_Q1/RELEASE 01-04-24/EXPIRY 30-06-2024 004731278SBSIPEV5N1 26-06-2024 06: 00 PM